Pacific Wealth Planning, Inc.

12/24/2025

As the year draws to a close, we want to share our hope that this holiday season brings each of you peace, joy, and time to recharge with the people who matter most.

Please also note: Our office will be closed from December 24th to 26th, allowing our team to enjoy a well-deserved break.

Happy Holidays!

12/22/2025

Money with Murphy: 2025 Year in Review

Markets covered a lot of ground in 2025 but remained resilient. Tariff announcements in the first quarter of the year led to a significant drawdown and volatility across the globe. Yet, markets immediately bounced back to reach record highs with strong earnings growth fueled by AI-driven technology companies. Kara’s year in review covers the year’s biggest stories.

Achieve your financial goals with Oculus Financial Group. Expert financial planning, tax planning, and asset protection services. Build a secure future today.

12/10/2025

Worried About an AI Bubble? The Case for Emerging Markets

Investors that have achieved strong returns in AI-driven technology stocks may want to consider an allocation to emerging markets. The cohort is putting the finishing touches on an excellent 2025 and provides meaningful diversification potential for portfolios. We look at the opportunities and risks that investors must consider before considering this underrated corner of the market.

Read more in this week’s Markets in a Minute.

https://www.pacwealthplan.com/worried-about-an-ai-bubble-the-case-for-emerging-markets

12/01/2025

Santa Claus is coming to the… stock market? Well, maybe not — but the Santa Claus Rally is a real phenomenon that investors have tracked for decades. Today, we’re spreading some holiday cheer by sharing an overview of what exactly it is and what investors should know. Swipe to learn more.

As always, give us a call with any investing questions or needs.

11/29/2025

Small Business Saturday is here, and we’re taking a moment to say thank you.

Whether you’ve worked with us, sent a kind referral, or simply followed along on our journey — your support means everything. Every conversation and connection helps make what we do possible.

If there’s anything we can do to support you this season, personally or professionally, don’t hesitate to reach out. We’re grateful to be part of a community that truly shows up for small businesses like ours.

11/27/2025

Whether you’re hitting the road to visit loved ones or staying cozy at home, we hope your Thanksgiving is filled with laughter, gratitude, and festive celebrations (turkey hats optional).

For our part, we’re taking a short break this Thursday and Friday to enjoy time with family. We will be back Monday, ready to reconnect.

Wishing you a warm and wonderful Thanksgiving!

11/19/2025

Gratitude in the Markets: What Investors Can Be Thankful For

With Thanksgiving quickly approaching, markets have served us plenty to be grateful for. From resilient rebounds after the tariff shock to robust corporate earnings, and a Federal Reserve that’s easing the path forward, 2025 has brought plenty of positive developments for investors. In this week’s Markets in a Minute, we reflect on the factors driving strength.

Read this weeks Markets in a Minute here: https://www.pacwealthplan.com/gratitude-in-the-markets-what-investors-can-be-thankful-for

11/14/2025

We are excited to share our Fall 2025 newsletter with you.

In this edition of The Pacific Outlook:
- Markets in a Minute - A Rising Tide: Third Quarter Market Review and Outlook
- We Have Moved
- Upcoming Events
- Staff Spotlight
- Recipe Highlight: Party Potatoes

Read the full newsletter here: pacwealthplan.com/newsletter

We would also love to invite you to our next in-person event in November: Lighting of the Old Oak Tree. Kick off the holiday season with festive refreshments at our office, then join us in our exclusive VIP area for a prime view of the magical tree lighting. Full details on Page 5 of the newsletter.

We hope to see you there!

11/11/2025

On this Veterans Day, we’re taking a moment to reflect and say thank you. To all who have served and to the families who support them: your sacrifice, strength, and dedication mean more than words can express.

It’s easy to get caught up in the day-to-day, but today reminds us to slow down and recognize the everyday heroes who walk among us. If you’re a veteran or have one in your life, we hope today brings you the appreciation you so deeply deserve. Thank you for your service.

11/01/2025

Don’t forget to fall back this weekend!

Daylight Saving Time ends this Sunday, November 2nd, so be sure to turn any non-self-setting clocks back one hour before bed on Saturday night.

While you're at it, it’s a smart time to check off a few other seasonal to-dos:

✅ Replace the batteries in your smoke detectors.
✅ Adjust your thermostat for cooler evenings.
✅ Double-check your security lights or timers.

A few simple steps now can help keep your home safe and comfortable as we head into the holiday season.

10/31/2025

Spooky season is here! Whether you’re trick-or-treating with little goblins, hosting a movie night, or handing out candy to your neighborhood crew, we hope your Halloween is filled with fun — and just the right amount of fright.

Wishing you a safe and happy Halloween!

10/30/2025

We’re Thrilled to Announce: Pacific Wealth Planning, Inc. Has Moved!

Our vibrant new office is now open in the heart of Downtown Danville—designed with you in mind for an even better client experience.

Our New Address:

318 Diablo Road, Suite 150
Danville, CA 94526

Why you’ll love visiting us:

• Convenient Parking: Ample parking just steps from our door.
• Prime Location: In Downtown Danville, right next to the iconic Danville Oak Tree.
• Dining & Amenities: A short walk to the area’s best restaurants, retail shops, and entertainment options.

Join us for our Grand Opening Ribbon Cutting next week with the Town of Danville, Danville Chamber and San Ramon Chamber on Thursday, November 6 — Come celebrate with us!

This move reflects our growth and continued commitment to providing personalized financial guidance in a welcoming, inspiring space.

We can’t wait to welcome you to our new home—stop by, say hello, and let’s plan your financial future together!

Visit our new website to learn more, meet our team and schedule your visit: www.PacWealthPlan.com